Creating an Agenda Item Form Template - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier
Agenda
- Platform
- OnBase
- Product
- Agenda
- Release
- Foundation 22.1
- License
- Standard
- Essential
- Premier
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Click Create. The Create Form Template dialog is displayed.
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Select Agenda Item from the Form Target drop-down list.
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Select a Document Type from the Filter by Document Type Group to narrow the Document Types available for selection.
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Select the Document Type in which you would like to store the forms that originate from this template from the Document Type drop-down list.
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Enter a name for the template in the Template Name field. This field is limited to 60 characters. A value for this field is required.
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Select a color scheme for the form template from the Theme drop-down list.
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If keywords are available for the template, select the Add Keywords check box.
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Click OK. The form you created is displayed. The form is empty unless the Add Keywords check box is selected.
